+21.4%
NUMG vs VOO
+79.1%
-57.7%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.2% | +0.3% |
| 7D | -0.5% | +0.5% | -1.0% | -1.1% |
| 30D | -3.9% | -0.9% | -2.9% | -2.8% |
| 3M | +1.7% | +3.9% | -2.2% | -2.7% |
| 6M | +7.0% | +14.5% | -7.5% | -8.6% |
| YTD | -2.8% | +13.0% | -15.8% | -15.6% |
| 1Y | -5.7% | +19.4% | -25.1% | -23.2% |
| 3Y | +21.4% | +78.9% | -57.5% | -39.1% |
| All | +21.4% | +79.1% | -57.7% | -39.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling